Retailers are not yet in the clear, despite a West Coast port deal. Jack Atkins, Stephens analyst, and Brandon Oglenski, Barclays analyst, discuss which stocks could go higher as the crisis gets resolved.

Discussing Deere's fourth quarter earnings beat, and insight into the agriculture market, with Ann Duignan, JPMorgan machinery & multi-industry analyst. The company said it expected a 17 percent drop in equipment sales for 2015.